Mobile TV: Business Models and Opportunties

• Executive summary
• Introduction
• Delivery methods and consequences
• Delivery mechanisms: Niche or mass market?
• Broadcast Technology Overview

Current state of the market

• Unicast services were first to deploy
• Broadcast brings a second life to mobile TV
• Europe and Asia lead the pack

Regulation: a confused picture

• Regulatory responsibility
• Competition policy
• Spectrum allocation
• Technology choice
• Ideal regulatory framework

Business models for consumers

• Unicast: More than two years experience
• Subscription: Increasing ARPU and
• consumer loyalty
• Pay per view: A real struggle for adoption
• Pay per day: The provisional alternative
• to pay per view
• Bundling: Driving TV and data usage
• Free to air: Far from being ad-funded
• Different business models may coexist

Value chain: who is going to lead?

• General structure: Same players, different roles.
• Taking hold of the value chain: Who' s got the strength?
• Value chain models

Around the world in 13 graphs

• Europe
• North America
• Asia
• Global perspective

Mobile TV in different contexts

• The TV context: Europe case study
• The mobile content context
• Company profiles
• Mobile Fernsehen Deutschland (MFD)
• T-Systems
• Mediaset
• Vodafone
• 3 Italia
• TU Media
• Qualcomm
• HiWire
• KPN Broadcast
• MobiTV
• BSkyB

• Services Summary
• Regional Data
• Country Profiles
• Glossary

• IExecutive summary
• Introduction

Delivery methods and consequences

• Unicast
• Broadcast
• Technology choice by frequency domain

Current state of the market

• Cumulative service launches
• Mobile broadcast TV market
• 2006 consumer revenues

Regulation: a confused picture

• Regulation authority per company type
• Mobile TV regulation by country

Business models for consumers

• Revenue share per business model for Unicast TV
• Vodafone: A fragmented pricing structure
• Unicast TV subscription forecasts for Europe
• Broadcast TV subscription forecasts for Europe
• Time-based pricing
• PPV forecasts for unicast mobile TV
• PPD forecasts
• Percentage of free mobile
• TV subscriptions
• Asian mobile TV penetration rate by business model

Value chain: who is going to lead?

• Value chain overview
• Broadcaster and mobile operator control over the value chain
• Competitive operator-led value chain
• Competitive broadcaster-led value chain
• Cooperative wholesaler-led value chain
• Cooperative operator-led value chain
• Cooperative broadcaster-led value chain

Around the world in 13 graphs

• European mobile TV revenues
• Total mobile TV revenues by country
• 2006 mobile TV revenue share by country
• 2011 mobile TV revenue share by country
• North American mobile TV revenues
• Asian mobile TV revenues
• Global mobile TV market
• Global mobile TV revenues by delivery platform
• Global mobile TV revenues by business model
• Global mobile TV revenues by region in 2011
• Global unicast mobile TV revenues by region in 2011
• Global broadcast mobile TV revenues by region in 2011
• Yearly ARPU by region in 2011

Mobile TV in different contexts

• European TV revenues per platform
• European TV subscriptions per platform
• European TV subscriptions per platform in 2006
• European TV subscriptions per platform in 2011
• Yearly European ARPU by TV platform
• Yearly European ARPU by TV platform compared to average across platforms
• Global mobile content revenues by type
• Mobile content revenue split by typein 2006
• Mobile content revenue split by type in 2011

Company profiles

• 3 Italia DVB-H mobile TV users
• TU Media mobile TV subscriptions
• Qualcomm Strategic Initiatives (QSI) key investments
• MobiTV subscribers
• Sky mobile TV addressable market

Services Summary

• Broadcast services
• Unicast services

Regional Data

• Europe
• North America
• Asia
• Mobile TV market by region

Country Profiles

• Mobile TV country profile: France
• Mobile TV country profile: Germany
• Mobile TV country profile: Italy
• Mobile TV country profile: Japan
• Mobile TV country profile: South Korea
• Mobile TV country profile: Spain
• Mobile TV country profile: UK
• Mobile TV country profile: US

Glossary